Chris joined the Financial Services Industry in 2012. In this time, he has managed to build a large diverse client base which is testimony to his personable approach, his breadth of knowledge and most importantly, his ability to listen to and understand a client’s exact needs.
He enjoys providing each of his clients with sound reliable advice, investing considerable time and effort into helping them to plan for their future and achieve their personal financial goals.
Chris graduated from the University of Central Lancashire achieving a BA(Hons) degree in Accountancy and Finance. Furthermore, he is a fully qualified level 4 financial adviser with an award in Advanced Wealth Management from the UK Chartered Institute for Securities & Investment.
- CISI Level 4 Certificate in Advanced Wealth Management
- BA (Hons) Accountancy and Finance
- CII Award In Financial Planning